Every client's ITR. Every Assessment Year. One screen.
Track Documents Received → Drafted → Sent → Approved → Filed for every client on a single grid. Refund status, bulk reminders, CSV export — built in.
No credit card required.
Tick a box, the firm sees it
One row per client per Assessment Year. Five lifecycle checkboxes across each row — Documents Received, Drafted, Sent to Client, Approved, Filed. Completion timestamps surface on hover; refund status and amount sit alongside.
- Frozen Client column; sticky header.
- Inline-edit refund amount and tax payable.
- Click any row to open the request drawer.
- Built for 300+ active clients per AY.
Top of screen tells you what to do today
Four counts above the grid — Total ITRs, Filed, Documents Pending, Refunds. Each card is clickable: filter the grid to that slice in a single tap. A stacked share bar visualises filing progress at a glance.
- Counts come from a dedicated SQL aggregate — accurate at 1,000+ filings/AY.
- Active card highlights so you always know what the grid is showing.
- Documents Pending links to the rows the team can actually act on.
Select 30 clients, send 30 reminders, in one click
Tick rows by checkbox and the bulk-actions bar slides up. Pick what to do — fire a templated reminder to every client whose docs are still pending, mark Documents Received across a stack the articled clerk just handed in, or export the current filter to CSV.
- Send-reminder skips clients without an email and tells you who was skipped, not silently lost.
- Mark-docs-received flips the first lifecycle step on every selected row.
- CSV export of the current filtered grid, up to 1,000 rows.
Everything you'd want to know about an ITR, on one row
Click a cell to edit. Click a row to open the underlying request.
Filters that stick
AY, ITR type, status bucket, client, assignee, 'blocked > 7 days'. Bookmark the URL — filters survive.
Refund pipeline
Refund amount, refund status (pending → processed → issued → received), refund timestamp.
5-step lifecycle
Documents Received · Drafted · Sent · Approved · Filed. Click to toggle. Timestamps on hover.
Bulk reminder template
V1 ships a single fixed email. WhatsApp + custom templates on the roadmap.
Mark-docs-received
Articled clerk hands you a stack? Tick the rows, click once.
Full audit trail
Every checkbox flip, every refund-amount edit logged with who, when, what.
The shared-spreadsheet to ITR Command Center upgrade
- Someone manually colour-codes a Google Sheet through July and August.
- Partner asks ‘which 12 clients still need docs?’ and the team scrolls to find out.
- Reminder emails go out one client at a time.
- Refund tracking lives in a separate sheet (or no sheet).
- August rollovers between team members lose state.
- Live grid, one row per client × AY. Filters do the colour-coding.
- Filter ‘Documents Pending’ → answer is on screen in one click.
- Select rows, ‘Send reminder’, done in seconds.
- Refund status + amount + timestamp live on the same row.
- Audit trail + role-scoped access means handoffs don’t lose context.
Run your ITR season from one screen
Most firms see the value in the first 20 minutes.